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Financial Planning Services Advisors in California
35,804 Results
Unclaimed
location

Sherman Oaks, CA

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bruce Hadash is a financial advisor with Morgan Stanley. Bruce has been working in the financial industry since 1986 and has been registered with the firm since 2009. Bruce holds a Series 7, Series 3, and Series 63 license as well as a Series 65 license. Bruce has offices in Sherman Oaks and Calabasas. Bruce's previous employers include Citigroup Global Markets Inc and Lehman Brothers Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc. | CFC ® (Certifications)

location

VISALIA, CA

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bruce Robert Geiger is a financial advisor registered with Osaic Wealth, Inc. He is registered in California and Texas, and has been in the industry since October 21, 1987. Bruce is a Chartered Financial Consultant and holds the Series 6, 7 and 66 securities licenses. Bruce specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

TRUCKEE, CA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Haney Turner is a financial advisor with Edward Jones. Bruce has been in the financial industry since 1983. Bruce has a Series 7 and Series 63 license and has passed the SIE and Series 3 exams. Bruce is registered with the state of California as an investment advisor representative. Bruce provides financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

PALM DESERT, CA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Ayres Robbins is a financial advisor with over 38 years of experience in the industry. Bruce is registered with Cetera Investment Advisers LLC in California. Prior to joining Cetera Investment Advisers LLC, Bruce worked at SUMMIT BROKERAGE SERVICES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and DEAN WITTER REYNOLDS INC. Bruce has a wide range of experience working with individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Bruce offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

SANTA ROSA, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Allen Kelm is a financial advisor with over 28 years of experience in the financial services industry. Bruce is registered with LPL Financial LLC. Bruce has been a registered representative since 5/8/1992 and has held prior registrations with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Bruce holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Bruce is also a registered investment advisor and has been an investment advisor since 11/8/1999. Bruce has earned designations for being a Financial Advisor Specialist, Retirement Planning Specialist, and Fixed Income Specialist.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

THOUSAND OAKS, CA

0 Disclosures

ADVISOR BIO

Bruce Bassin is an investment advisor representative registered with Bassin, Bruce. Bruce has been in the industry since 1998 and has experience with Southeast Investments, N.C., Inc., Liberty Partners Financial Services, LLC, and Kovack Securities Inc.. Bruce's firm offers financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Unclaimed

Oneamerica Securities, Inc.

location

LAGUNA NIGUEL, CA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Stratton is a financial professional with over 30 years of experience in the industry. Bruce is a Registered Representative and Investment Advisor Representative associated with Oneramerica Securities, Inc. Bruce has been with Oneramerica Securities since 2013. Previously, Bruce worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Bruce has a Series 6, 63, 22, and 65 securities licenses. Bruce provides financial planning services to individuals, businesses, and organizations. Bruce is based in Laguna Niguel, California. Bruce is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Horizon Wealth Management | CFP ® (Certifications)

location

LOS ANGELES, CA

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bruce Heymont is a financial advisor with over 30 years of experience in the industry. Bruce is registered with Horizon Wealth Management and has a broad range of experience in investment advisory services, specializing in financial planning, pension consulting, and portfolio management for individuals and businesses. Bruce holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE exam. Bruce is a Certified Financial Planner and has been recognized for his expertise in financial planning. Bruce is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Bruce is committed to providing exceptional service and building strong relationships with clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

Danville, CA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Lin is a financial advisor with over 30 years of experience in the industry. Lin has a Series 7, Series 3, and Series 65 licenses and has been registered with UBS Financial Services Inc. since October 2022. Prior to that, Bruce Lin was a financial advisor at Wells Fargo Advisors, LLC from 2014 to 2022, and prior to that with Wells Fargo Clearing Services, LLC. Bruce Lin has also worked at several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc, Morgan Stanley DW Inc, Bear, Stearns & Co. Inc and A. G. Edwards & Sons, Inc. Bruce Lin provides financial advice to individuals, businesses, corporations, and high-net-worth individuals. Lin is registered with the Securities and Exchange Commission (SEC) and with various state regulators.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Santa Rosa, CA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Steven Terry is a registered investment advisor representative. Bruce has over 30 years of experience in the securities industry. Bruce is currently registered with Cambridge Investment Research Advisors, Inc. Bruce also has experience with Mutual Securities, Inc., First Montauk Securities Corp., and Morgan Stanley DW Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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